WINSTON-SALEM REGIONAL ASSOCIATION OF REALTORS INC (EIN 560841677) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1928

Legal Domicile

Principal Officer

SAMUEL AUBREY

Phone

3367685560

Tax Period

2023-01-01 to 2023-12-31

WINSTON-SALEM REGIONAL ASSOCIATION OF REALTORS INC, founded in 1928, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2023. Expenses of $1.4M left a modest 6% surplus.

Mission

TO BE THE LEADING RESOURCE FOR REAL ESTATE PROFESSIONALS, TO ADVOCATE FOR PRIVATE PROPERTY RIGHTS AND TO BE AN INTEGRAL PART OF THE COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $28,151

Program Service Revenue $700,189

Investment Income $26,662

Other Revenue $758,347

TOTAL REVENUE $1,513,349

Expense Breakdown

Grants Paid $0

Salaries & Benefits $625,174

Fundraising Expenses $0

Program Expenses $901,942

Other Expenses $802,127

TOTAL EXPENSES $1,427,301

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,513,349	$1,498,613	+0.0%
Expenses	$1,427,301	$1,038,198	+0.4%
Net Income	$86,048	$460,415	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$171,076

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAMUEL AUBREY	EXECUTIVE DI	40.00	Officer	$151,326	$19,750	$171,076
WILLIAM BARTHOLOMEW	RCA CHAIRMAN	1.00	Officer Director	$0	$0	$0
ZACHARY BRADLEY	DIRECTOR	1.00	Director	$0	$0	$0
BROOKE CASHION	DIRECTOR	1.00	Director	$0	$0	$0
LEIGH CHASE	LEXINGTON CH	1.00	Director	$0	$0	$0
JOHN-LEWIS GODFREY	IMMED PAST P	1.00	Officer Director	$0	$0	$0
KARIN HEAD	DIRECTOR	1.00	Director	$0	$0	$0
TERRY HEDRICK	MLS COMMITTE	1.00	Director	$0	$0	$0
LINDA MOORE	WILKES CHAPT	1.00	Director	$0	$0	$0
JASON MORRIS	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
PAUL MCGILL	DIRECTOR	1.00	Director	$0	$0	$0
JACKSON OGBURN	DIRECTOR	1.00	Director	$0	$0	$0
CATHERINE ROBERTSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
ALISON SINK	DIRECTOR	1.00	Director	$0	$0	$0
CALLIE STONE	WILKES CHAPT	1.00	Director	$0	$0	$0
JERRELL SUDDRETH	DIRECTOR	1.00	Director	$0	$0	$0
CASSIE TAYLOR	PMD PRESIDEN	1.00	Director	$0	$0	$0
WILLIAM VARNER	LEXINGTON CH	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$1,513,349	$1,427,301	$5,720,635	$86,048
2022	$1,498,613	$1,038,198	$4,777,179	$460,415
2021	$1,523,608	$999,402	$4,373,066	$524,206
2020	$1,291,949	$900,911	$3,751,359	$391,038
2019	$1,289,364	$931,694	$3,228,064	$357,670
2018	$1,119,966	$895,604	$2,723,574	$224,362

WINSTON-SALEM REGIONAL ASSOCIATION OF REALTORS INC